2/20/20
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Baristas: Mike, Lori, and Timothy
Jazzit with Java
What’s new highlights
Upcoming events
Did you know…?
Today’s Menu
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2/20/20
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What’s new highlightsRecent updates to Jazzit
JZUPDATE New administrator features
• Document filter
• Folder and right-click menus
• Freeze frame
• Progress bar
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2/20/20
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JZUPDATE New administrator features
• Right-clicking on a folder allows you to quickly open or close any area.
• Filters let you display only the documents you need.
CP Home Menu
• Rounding on the budget column can now be disabled by clicking on the column header in the Rounding tab of the Home Menu.
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CP Home Menu
• 2 Column notes and schedules selection popup is now a menu button with options for column selection, width and bold.
CP Home Menu
• A notice has been added to recommend using 9 column financial statements when Not-for-Profit is selected.
• The Home Menu now has Progress Bars.
• The old style update buttons have been brought back.
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SC1, SC2, SC6 Generic note links in Schedules
• Links to generic notes can now be used in the following schedules:
1-2 year income statement
1-9 column income statement with budget
Generic 9 column with subtotals
TC Index to Financial Statements
• The text of the Notes to Financial Statements heading is now always modifiable by a right-click menu in the Index.
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Upcoming eventsSome of the events coming up:
• Currently no training scheduled• Customer survey closed, Congratulations to Maureen M
from Kamloops!
CSRS 4200New Compilation Engagement Standards:
• Standards are available on Knotia
• CSRS Standards transition date of December 14, 2021;
early adoption is allowed.• Basis for Conclusions available at www.frascanada.ca• CPA Canada is currently working on guidance• Jazzit templates within the next two months
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CaseWare 2019A reminder to our Jazzit Administrators that the Jazzit templates moved to CaseWare 2019 format effective November 29th.
Caseware 2019
• Caseware 2019 has an outstanding issue related to embedded images.
Caseware support ticket CAS-10918-T6V4
• Caseware 2019 has an outstanding issue related to the ordering of note references.
Caseware support ticket CAS-26928-82L6Q3
• If you are experiencing either of these issues: please visit the Caseware 2019 link at www.jazzitsupport.com or;
contact Caseware support at www.caseware.com/support
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Did you know…?Let’s share a few ideas to save time
Caseware tip: Page breaks
• Did you know page breaks can be inserted in Form mode, there is no need to enter Editing mode?
• Click in any input paragraph and press Ctrl+Enter:
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Caseware tip: Recycle bin
• Did you know the recycle bin can clear on lockdown, but not on rollforward?
• Remember to clear it, or you’ll carry old documents for years.
Copying 9 column Financial Statements
• Did you know that if you select “CV External Data” when copying 9 column Financial Statements it will also copy your column settings?
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Net Assets mapping
• Did you know the 7 maps for not-for-profit funds correspond to the 7 fund columns in the 9 column Financial Statements?
Thank you for enjoying a cup with us
Questions, comments or feedback:
Email: [email protected]: www.jazzit.comSales: 1-866-584-2537Fax: 1-403-670-7590
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